Journey Strategic Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$330K Sell
1,384
-1,003
-42% -$239K 0.01% 393
2025
Q1
$449K Buy
2,387
+191
+9% +$35.9K 0.02% 243
2024
Q4
$473K Sell
2,196
-69
-3% -$14.9K 0.02% 227
2024
Q3
$522K Buy
+2,265
New +$522K 0.02% 208